Take a look at all the aspects that effectively elevates the management of clients to the next level
Keep track of existing and prospective clients as you have access to all the mandatory data
Efficient management of current and potential projects gives you a vivid idea regarding project status, progress and timeline
Create and manage employee profiles, such as name, contact information, job itle, and performance metrics
Track and manage leads, sales opportunities, project future sales revenue based on historical data and current trends
Effectively manage your business income related to customer interactions, sales and marketing efforts
Improve customer service by having access to in-depth customer data, amplifying sales and business growth
Ability to assign members to specific tasks, track task progress and status, as well as the option to communicate
Access to stock tracking, reordering, and inventory forecasting tools to optimize inventory management processes
Enables scheduling of meetings with customers, prospects, and team members to optimize the communication process
This feature allows businesses to track, analyze and plan visits to customers, prospects, or other locations
View the attendance records of employees for a better understanding of their presence and absences
Ability to view and approve the number of leaves a certain employee has taken and requested for
These important features help in effective management of clients, both existing and prospective
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Take a look at what some of our many Clients had to say regarding our services!
I've been using your CRM software for a few months now and I have to say I'm really impressed. It's made it so much easier to manage my customer interactions and keep track of my sales pipeline. The interface is intuitive and user-friendly, and the automation features have saved me a lot of time. Thanks for creating such a great product!
Your CRM software has exceeded our expectations in every way. The ease of use, the robust feature set, and the customer support have all been outstanding. We've seen a significant improvement in our sales efficiency and customer retention since implementing the software. Thank you for creating such a fantastic product!
I've used several different CRM systems in the past, but yours is by far the best. The customization options are extensive, which has allowed us to tailor the software to our specific needs. The analytics features have also been extremely helpful in identifying areas where we can improve our customer engagement. Overall, we're really happy with the software and would recommend it to anyone looking for a powerful CRM solution.
Your CRM software has been a game changer for our sales team. We're now able to track our leads and opportunities more effectively, and the reporting features have helped us identify areas where we can improve our sales process. The support team has also been incredibly helpful in getting us up and running and answering any questions we've had. Highly recommend this software!
We've been using your CRM software for a couple months now and it's been instrumental in helping us grow our business. The automation features have saved us countless hours, and the reporting features have allowed us to make data-driven decisions. We appreciate the ongoing updates and improvements to the software, and the support team has been fantastic in addressing any issues that have come up. Highly recommend this software to anyone looking for a top-notch CRM solution.
Projects / Task Management
Sales / Employee / income / Accounts
Meeting / Appoinment / Support / Notice
Gartner describe CRM as
“A business strategy whose outcomes optimize profitability, revenue and customer satisfaction…CRM technologies should enable greater customer insight, increased customer access, more effective customer interactions, and integration throughout all customer channels and back-office enterprise functions”.
Companies are interested in CRM because they recognise that the customer is their primary strategic asset and thus seek to better understand the behavior and needs of that customer and therefore enhance their relationship.
CRM software by itself cannot help your organization improve performance. CRM is a philosophy and a business strategy focused on acquiring, developing and retaining the right customers. There is nothing new or ‘special’ about CRM. It is simply the current term for doing good business, well, and practicing ‘best practice’ business processes.
Actual returns vary from one company to the next, but common benefits we have seen our customers achieve are:
As there is not one fixed price for all CRM solutions, unfortunately there is not one fixed answer. However the things that affect how much your CRM will cost largely boil down to, which software you choose, who will install it and how many licenses or people will need to be using it, together with how much customisation and training you require.
Often companies who are thinking about implementing a new CRM system already have a number of financial and contact management databases or spreadsheets that they are already using. In short, many financial systems may have an associated CRM system that will integrate with that package. Most often, we find that the people who come to us who are looking for a new CRM system, are usually expanding (employing extra staff), or have outgrown their existing system. In these cases, it is most likely that we would recommend taking the information out of the old system and putting it into the new one, most of the time this can be done by the CRM consultancy you are working with.
Many CRM systems have security profiles that enable businesses to prevent their staff from performing certain tasks. For example, if you were worried that a disgruntled employee might want to delete the company database, deletion rights can be removed. In most CRM systems there is also the option to be able to export data into an excel spreadsheet, again if this was something you wanted to stop, then this part of the system can be turned off for certain users. If this is something you are concerned about, remember to mention it to the company whom you are purchasing your CRM from.
The answer in short is yes, most CRM systems include the option to cater for remote users. However, there are four main ways to do this:
Things that affect the amount of time a CRM installation will take include: number of records, amount of configuration, number of users and number of laptops. So if you have very few or no records that need importing, are happy with the fields that come, ‘out of the box’ and have just a couple of users and no laptops – it could take as little as a day. But…! To reduce the amount of time a CRM installation and project will take, if you have a list of things that you want to be able to do, a list of fields that you want to be filled in and have checked that your existing hardware meets the minimum requirements for the software – this will all help with reducing the amount of time setting up your system.
In summary, when you come to decide which CRM software is best suited to your business needs, these are some of the things you will need to be checking: